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SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) Institutional Ownership

SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
$72.96 -0.24 (-0.33%)
As of 06/11/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$923.28M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$58.32M
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SPTM Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Great Lakes Advisors LLC188,692$12.83M0.1%-13.8%0.135%
5/16/2025 NewEdge Advisors LLC32,114$2.18M0.0%-16.5%0.023%
5/16/2025 Integrated Wealth Concepts LLC48,064$3.27M0.0%-58.7%0.034%
5/15/2025 Weitzel Financial Services Inc.652,736$42.63M20.4%-1.8%0.468%
5/15/2025 OLD Mission Capital LLC53,158$3.62M0.0%N/A0.038%
5/14/2025 Ameriprise Financial Inc.1,425,130$96.84M0.0%-7.3%1.022%
5/14/2025 Flow Traders U.S. LLC80,624$5.48M0.2%+399.2%0.058%
5/13/2025 Blue Edge Capital LLC18,806$1.28M0.2%+5.0%0.013%
5/13/2025 EverSource Wealth Advisors LLC11,027$750K0.0%+1,548.3%0.008%
5/13/2025 Evensky & Katz LLC141,988$9.66M0.6%-3.3%0.102%
5/12/2025 SouthState Corp27,738$1.89M0.1%N/A0.020%
5/12/2025 Astor Investment Management LLC315,074$21.43M11.4%-1.0%0.226%
5/9/2025 Cary Street Partners Financial LLC84,001$5.71M0.2%-2.0%0.060%
5/9/2025 L & S Advisors Inc12,339$839K0.1%+16.0%0.009%
5/8/2025 TIAA Trust National Association8,189$557K0.0%-2.5%0.006%
5/8/2025 Wealthquest Corp1,085,420$73.82M3.3%-2.4%0.776%
5/8/2025 Goodman Financial Corp5,565$378K0.1%-34.7%0.004%
5/8/2025 RVW Wealth LLC996,174$67.75M6.4%+215.3%0.712%
5/8/2025 Roble Belko & Company Inc135,175$9.19M1.5%+100.6%0.097%
5/8/2025 Arkadios Wealth Advisors9,702$660K0.0%+18.2%0.007%
5/6/2025 Wedbush Securities Inc.11,933$812K0.0%-5.1%0.009%
5/6/2025 Winch Advisory Services LLC584,256$39.74M10.5%+1.9%0.418%
5/2/2025 Graypoint LLC51,043$3.47M0.2%+1.9%0.036%
5/2/2025 Burns Matteson Capital Management LLC10,216$695K0.3%N/A0.007%
5/2/2025 BIP Wealth LLC237,082$16.12M1.1%+8.5%0.170%
5/2/2025 SBI Securities Co. Ltd.3,123$212K0.0%+8.9%0.002%
5/1/2025 Isthmus Partners LLC79,508$5.41M0.7%+1.2%0.057%
5/1/2025 Hughes Financial Services LLC1,481,754$101.09M19.8%-0.9%1.060%
5/1/2025 Sentinel Trust Co. LBA21,263$1.45M0.2%-48.1%0.015%
4/30/2025 Financial Gravity Asset Management Inc.30,717$2.09M0.5%N/A0.022%
4/30/2025 Moloney Securities Asset Management LLC212,412$14.45M1.9%+166.4%0.152%
4/30/2025 Synergy Investment Management LLC5,653$384K0.2%-19.6%0.004%
4/29/2025 Bank of New York Mellon Corp10,485$713K0.0%-3.7%0.007%
4/29/2025 Columbia River Financial Group LLC1,423$96K0.1%N/A0.001%
4/28/2025 Rosenberg Matthew Hamilton685,690$46.63M11.7%+9.8%0.490%
4/28/2025 First Horizon Advisors Inc.16,767$1.14M0.0%-3.9%0.012%
4/28/2025 Private Trust Co. NA15,903$1.08M0.1%+25.2%0.011%
4/28/2025 Arlington Trust Co LLC11,065$753K0.2%+36.7%0.008%
4/24/2025 Tsfg LLC3,504$238K0.0%-9.1%0.003%
4/24/2025 Jaffetilchin Investment Partners LLC515,968$35.09M2.5%-0.8%0.369%
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4/23/2025 Western Wealth Management LLC121,967$8.30M0.5%+7.4%0.087%
4/23/2025 Fourth Dimension Wealth LLC150,871$10.26M5.0%-12.6%0.108%
4/23/2025 AIFG Consultants Ltd.48,315$3.29M5.4%-7.9%0.035%
4/21/2025 L.M. Kohn & Company22,148$1.51M0.4%+21.7%0.016%
4/18/2025 Broderick Brian C25,000$1.70M0.3%-8.8%0.018%
4/16/2025 IAG Wealth Partners LLC169,776$11.55M1.8%+2.2%0.123%
4/15/2025 GPS Wealth Strategies Group LLC4,854$330K0.0%-21.9%0.004%
4/15/2025 Zhang Financial LLC266,548$18.13M1.0%+38.5%0.194%
4/14/2025 Farther Finance Advisors LLC167,333$11.42M0.3%+35,963.1%0.121%
4/11/2025 Principia Wealth Advisory LLC182,023$12.02M11.3%+2.4%0.132%
4/11/2025 Burkett Financial Services LLC880$60K0.0%N/A0.001%
4/10/2025 Financial Management Professionals Inc.113,194$7.70M1.0%+9.2%0.082%
4/9/2025 NBC Securities Inc.1,410$95K0.0%+140,900.0%0.001%
4/8/2025 LVM Capital Management Ltd. MI60,923$4.14M0.5%+2.8%0.044%
4/8/2025 Parallel Advisors LLC259,528$17.65M0.4%-3.7%0.188%
4/7/2025 Partnership Wealth Management LLC4,634$315K0.3%-4.5%0.003%
4/4/2025 Quent Capital LLC31,702$2.16M0.2%+2.6%0.023%
3/24/2025 Mascagni Wealth Management Inc.1,136$81K0.1%N/A0.001%
3/6/2025 Copia Wealth Management2,184$156K0.1%N/A0.002%
2/26/2025 Virtue Capital Management LLC18,612$1.33M0.3%+44.5%0.014%
2/18/2025 Fourth Dimension Wealth LLC172,587$12.34M6.4%N/A0.134%
2/18/2025 Novem Group12,637$903K0.1%N/A0.010%
2/18/2025 Continuum Advisory LLC14,054$1.00M0.1%+34.0%0.011%
2/18/2025 Mpwm Advisory Solutions LLC163,970$11.71M8.6%N/A0.127%
2/17/2025 Weitzel Financial Services Inc.664,994$47.84M22.6%-1.5%0.516%
2/17/2025 Evensky & Katz LLC146,865$10.49M0.7%-3.4%0.114%
2/17/2025 Captrust Financial Advisors80,312$5.74M0.0%-21.9%0.062%
2/17/2025 Cary Street Partners Financial LLC85,699$6.12M0.2%N/A0.067%
2/17/2025 Baird Financial Group Inc.3,418$244K0.0%-11.0%0.003%
2/17/2025 BIP Wealth LLC218,570$15.61M1.0%-2.6%0.170%
2/17/2025 Ameriprise Financial Inc.1,537,148$109.79M0.0%+7.6%1.193%
2/17/2025 Ancora Advisors LLC584$42K0.0%-35.0%0.000%
2/14/2025 Integrated Wealth Concepts LLC116,463$8.32M0.1%+2.1%0.090%
2/14/2025 Coppell Advisory Solutions LLC16,857$1.21M0.2%-4.2%0.013%
2/14/2025 Steel Grove Capital Advisors LLC3,606$258K0.0%N/A0.003%
2/14/2025 IHT Wealth Management LLC117,932$8.42M0.3%+8.5%0.092%
2/13/2025 United Capital Financial Advisors LLC155,662$11.12M0.1%-5.2%0.121%
2/13/2025 Dagco Inc.62,752$4.48M1.5%+26.8%0.049%
2/13/2025 Keystone Financial Group6,203$443K0.0%N/A0.005%
2/13/2025 Jaffetilchin Investment Partners LLC520,063$37.15M2.7%+4.4%0.404%
2/13/2025 Broderick Brian C27,400$1.96M0.4%-1.1%0.021%
2/12/2025 Climber Capital SA27,775$1.98M1.5%N/A0.022%
2/12/2025 L & S Advisors Inc10,636$760K0.1%-2.2%0.008%
2/12/2025 JPMorgan Chase & Co.215,429$15.39M0.0%-102.7%0.167%
2/11/2025 TIAA Trust National Association8,403$600K0.0%+16.6%0.007%
2/10/2025 Parallel Advisors LLC269,476$19.25M0.4%+4.9%0.209%
2/10/2025 Tidemark LLC1,787$128K0.0%-34.5%0.001%
2/10/2025 Hughes Financial Services LLC1,495,449$106.82M21.9%N/A1.161%
2/10/2025 IAG Wealth Partners LLC166,176$11.87M2.1%-4.5%0.129%
2/10/2025 Farther Finance Advisors LLC464$33K0.0%+1,557.1%0.000%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
2/10/2025 EverSource Wealth Advisors LLC669$48K0.0%N/A0.001%
2/7/2025 Isthmus Partners LLC78,537$5.61M0.7%+0.9%0.061%
2/6/2025 Synergy Investment Management LLC7,031$502K0.2%N/A0.005%
2/6/2025 SBI Securities Co. Ltd.2,869$205K0.0%N/A0.002%
2/6/2025 Jones Financial Companies Lllp15,065$1.08M0.0%+63.3%0.012%
2/5/2025 Sherman Asset Management Inc.1,973$141K0.1%N/A0.002%
2/5/2025 Private Trust Co. NA12,703$907K0.1%-19.5%0.010%
2/5/2025 Sentinel Trust Co. LBA40,937$2.92M0.3%-2.3%0.032%
2/4/2025 Exchange Capital Management Inc.83,394$5.96M0.9%+5.2%0.065%
2/4/2025 Bank of New York Mellon Corp10,883$777K0.0%+27.0%0.008%
(Data available from 1/1/2016 forward)

SPTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTM shares?

During the previous two years, 138 institutional investors and hedge funds held shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF. The most heavily invested institutionals were Hughes Financial Services LLC ($101.09M), Ameriprise Financial Inc. ($96.84M), Wealthquest Corp ($73.82M), RVW Wealth LLC ($67.75M), Rosenberg Matthew Hamilton ($46.63M), Weitzel Financial Services Inc. ($42.63M), and Winch Advisory Services LLC ($39.74M).Learn more on SPTM's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 1500 Composite Stock Market ETF stock?

Of the 108 institutional investors that purchased SPDR Portfolio S&P 1500 Composite Stock Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.31M), Hughes Financial Services LLC ($1.50M), RVW Wealth LLC ($687.78K), Abound Financial LLC ($277.19K), Zhang Financial LLC ($248.10K), Financial Management Professionals Inc. ($221.85K), and Moloney Securities Asset Management LLC ($193.78K).

How much institutional buying is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have bought a total of 13,824,577 shares in the last 24 months. This purchase volume represents approximately $969.88M in transactions.

Which SPDR Portfolio S&P 1500 Composite Stock Market ETF major shareholders have been selling company stock?

Of the 82 institutional investors that sold SPDR Portfolio S&P 1500 Composite Stock Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($727.43K), Winthrop Advisory Group LLC ($431.63K), Ameriprise Financial Inc. ($226.09K), AIFG Consultants Ltd. ($166.76K), Integrated Wealth Concepts LLC ($117.36K), Parallel Advisors LLC ($116.71K), and Great Lakes Advisors LLC ($102.00K).

How much institutional selling is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have sold a total of 2,770,008 shares in the last 24 months. This volume of shares sold represents approximately $175.06M in transactions.



This page (NYSEARCA:SPTM) was last updated on 6/12/2025 by MarketBeat.com Staff
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